Client Services Manager

Position: Manager, Client Services   

Location: Houston, TX  

Reports to: Vice-President, Client Services   

Website: everestfuneral.com

A unique opportunity exists for an experienced operations manager to work with Everest Funeral Concierge, a funeral planning and concierge service which provides 24/7 advisors who personalize funeral plans, compare and negotiate best prices and work with insurance companies to provide money to beneficiaries in a timely manner.

The Company

In 2001, a group of funeral industry professionals led by Mark Duffey, embarked on a vision to create the first nationwide funeral planning and concierge service. Everest, the first company of its kind, set out to simplify and streamline the funeral planning process by offering comprehensive end-of-life planning services, both as an advance planning option or at the time of need.

Today, millions of people throughout the U.S., Canada, and the United Kingdom have access to Everest’s comprehensive end-of-life planning services. With a team of highly trained, knowledgeable advisors who are available 24 x 7, Everest works with its clients to help guide them through the most informed decisions about all funeral-related issues and then puts those wishes into action.

Everest works for its clients, not funeral homes. A client is never locked into a decision, and the funeral advisory services can be used internationally. As an impartial consumer advocate, Everest does not sell funeral goods or services, nor does it receive any commissions from funeral homes or other service providers in the funeral industry.

Everest is headquartered in Houston’s Galleria area with operating centers located in Tulsa, Oklahoma, Houston, Texas and Toronto, Ontario.

Key Responsibilities

Operational Management

•Ensure smooth day-to-day operations.

• 24X7 Call Center
• Websites
• Data Feeds
• MS Dynamics

•Identify areas for improvement to enhance efficiency.

•Manage resources and timelines for optimal performance.

•Monitor and report on performance, identifying areas of concern.

Sales and Marketing Support

• Support wholesaling teams and marketing campaigns aimed at driving revenue.
• Ensure brand consistency and communication across marketing efforts.

Customer Relationship Management

• Build and maintain relationships with key customers and stakeholders.
• Address client concerns to ensure high customer satisfaction.

Documentation & Reporting

• Generate performance and customer reports for management.
• Proactively engage with operational partners to maintain long-term relationships.

Event Planning

• Plan, help, and execute corporate events. 
• Assist in scheduling/coordinating Everest’s presence at conventions and large meetings.

Qualifications

• Education: Bachelor’s degree in Business Administration, Management, or a related field 
• Experience: Minimum of 5 years in business management, operations, or a related field.

Skills

• Strong leadership and team management capabilities.
• Confident communication skills.  Fast results with no delays. Can quickly create documents, responses, and project plans.
• Excellent organizational, analytical, and problem-solving skills.
• Proficiency in Microsoft Office Suite and familiarity with CRM applications.
• Familiarity with WordPress.
• Ability to multitask and prioritize effectively in a fast-paced environment.

Ideal Candidate

• A proactive individual with experience managing business operations.
• Comfortable working with senior management and contributing to the development and execution of business strategies.
• Able to foster relationships while improving operational processes to support company growth.